VIP Points Example
50 points - Seminar Attendee
100 points – Appointment
150 points – Client
Example
Attends Workshop–50 Points
Attends Appt– 100 Points
Becomes Client– 150 Points
Total of 350 Total Points = $350 Visa Gift Card
What is the VIP Membership Program?
The VIP Membership Program is a way for our clients to earn rewards for referring their friends and family to Senior Secure. We know you like to refer people to us in the first place, but this is just our way of saying thank you to our loyal clients.
Guidelines
1. You must be a Client of Senior Secure
2. To receive 50 points an individual or couple, age 55 or over, must attend one of our Seminars.
3. To receive 100 points an individual or couple, age 55 or over, must come in for a Free Consultation appointment.
4. To receive 150 points an individual or couple, age 55 or over, must become a qualified client.
5. A Qualified client must invest at least $250,000 through Senior Secure. To receive points for Seminar Attendees or Appointments, the individual or couple must be new to Senior Secure (never come in before & haven’t been referred by another client).
6. Each point is worth $1.
7. You can request a gift card by calling into the office and redeeming your points in increments of $25 anytime for whatever amount of points you wish to redeem, or accumulate your points for payout at the end of December each year.
8. Gift cards must be picked up in the office. You will be required to sign off for them.
We do not purport to provide advisory services, solicit, meet with or otherwise communicate with clients in any state where the adviser is not registered or covered by an exemption from registration.
The VIP Program is sponsored by Senior Secure Insurance Division and not through
Trustmont Financial Group, Inc.
Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser
It is important that you do not use e-mail to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. This e-mail and any attachments are intended only for the individual or company to whom it is addressed and may contain information which is privileged, confidential and prohibited from disclosure or unauthorized use under applicable law. If you are not the intended recipient of this e-mail, you are hereby notified that any use, dissemination, or copying of this e-mail or the information contained in this e-mail is strictly prohibited by the sender. If you have received this transmission in error, please return the material received to the sender and delete all copies from your system. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws.